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Resetting an Export batch needs to be done with care.  Very often more than one file requires a reset and this can result in an already imported batch to be re-exported. 

Ensure all batch files have been checked and you are certain about what is being reset.

Below are steps to show you how to reset an export.

Step-by-step guide

  1. Click the Export button on the Ribbon.

    The Export Wizard screen appears.  This screen shows you export details, customer details, and date settings. Under the date settings, you will be able to see the last export date.

  2. Under the Date Settings section, click the Reset Export button.

    The Reset previous export dialog appears. 

  3. To reset the previous export, click the Yes button.  

    To cancel without resetting the export click the No button.


    Another dialog appears asking for an Export Reset Code from Chase Software Support. 

  4. Contact Chase on for a reset code, and then enter it in the field provided.

  5. Click the Submit button.

    All last exported documents will be reset and moved back to the Preview Export Docs.  All reset documents will not appear under Export Archives.

  6. Make all the necessary changes, then export the documents again.